Project Analytics Dimension and Fact Job AidSTARS - OBI data model is based on Dimensional Modeling....

CT

CT- STARS State Analytical Reporting System

OBI- STARS Project Analytics

Facts & Dimensions Job Aid Document

Project Analytics Facts & Dimensions Job Aid

Contents

1. Introduction ................................................................................................................................................ 1

2. Project Analytics Subject Areas .................................................................................................................. 4

3. Project - Budget & Estimate Subject Area: ................................................................................................. 8

4. Project - Commitment Subject Area: ........................................................................................................ 11

5. Project - Cost Subject Area: ...................................................................................................................... 14

6. Project - Revenue Subject Area: ............................................................................................................... 18

7. Project - Performance Subject Area: ........................................................................................................ 21

8. Project - Contract Subject Area: ............................................................................................................... 23


1

1. Introduction

The purpose of this job aid is to provide an explanation of dimensional data modeling and the use of

dimensions and facts to build analyses within the Project Analytics Subject Areas.

Dimensional Data Model:

The dimensional model is comprised of a fact table and many dimensional tables used for calculating

summarized data. Since Business Intelligence reports are used in measuring the facts (aggregates) across

various dimensions, dimensional data modeling is the preferred modeling technique in a BI environment.

STARS - OBI data model is based on Dimensional Modeling. The underlying database tables separated as

Fact Tables and Dimension Tables. The dimension tables joined to fact tables with specific keys. This data

model usually called Star Schema.

The star schema separates business process data into facts, which hold the measurable, quantitative data

about the business, and dimensions which are descriptive attributes related to fact data.

Examples of fact data include Budget Amount, Estimate Amount, Cost, and Revenue Amount, etc.

Related dimension attribute examples include Purchase Details, Vendor Details, department, fund, SID,

time etc.

Fact Tables:

Fact tables record measurements or metrics for a specific event. Fact tables consist of numeric values and

foreign keys to dimensional data where descriptive information is kept. Fact tables are designed to a low

level of uniform detail (referred to as "granularity" or "grain"), meaning facts can record events at a very

atomic level. This can result in the accumulation of a large number of records in a fact table over time. Fact

tables are assigned a surrogate key in ensuring each row uniquely identified.

Dimension Tables:

Dimension tables have a relatively small number of records compared to fact tables, but each record may

have a very large number of attributes to describe the fact data. Dimensions can define a wide variety of

characteristics, but some of the most common attributes defined by dimension tables include.

Time

Department

Business Unit

Dimension tables are assigned a surrogate primary key, usually a single-column integer data type, mapped

to the combination of dimension attributes that form the natural key.

Star Schema:

Star schemas are optimized for querying large data sets and are used in data warehouses and data marts to support OLAP cubes, business intelligence analytic applications, and ad hoc queries.


2

Within the data warehouse or data mart, a dimension table is associated with a fact table by using a foreign key relationship. The dimension table has a single primary key that uniquely identifies each member record (row). The fact table contains the primary key of each associated dimension table as a foreign key. Combined, these foreign keys form a multi-part composite primary key that uniquely identifies each member record in the fact table.

The Fact Table name in STARS - OBI Subject Areas is usually preceded with the name FACT. This is done to distinguish the Fact tables from the Dimension Tables.

In the example provided below, the underlying Dimension Tables in this Subject Area are joined to the Fact table to form the star schema.

Dim –

Program

Dim -

Analysis

type

Dim - SID

Dim -

Account

Dim –

Fund

Dim –

Departme

nt Dim -

Customer

Dim -

Employee

Dim -

Contract

Dim -

Ledger

Dim -

Activity

Dim –

Project

Cost

Dim -

Project

Dim –

Business

Unit

Dim -

Time

Fact –

Project

Cost


3

Subject Area:

A subject area contains folders; attribute columns (Dimensions) and measure columns (Facts) that

represent information about the areas of an organization's business or about groups of users within an

organization. Subject areas usually have names that correspond to the types of information that they

contain, such as Project Budget & Estimate, Project Commitment, Project Contract, Project Cost etc...

There are common Dimensions Tables across Financial Subject Areas such as Time, Business Unit, Ledger

and Chartfields (Segments). These common Dimensions are followed by Subject Area Specific Dimensions

such as Project Cost Details, Project Revenue Details, Project Contract Details and GL Details etc... There are

FACT Tables across each Subject Areas.

Crossfunctional Drilldown capability from Projects to Other Subject Areas:

When implementing Project Analytics, it has been noticed that it is a common requirement to enable

navigation from Projects to sub-ledgers reports/Subject Areas to obtain information on specific transactions

using a Linkage key column. One of the main reasons for this is to reconcile Projects to individual subject

Areas like GL, AP, PO and Requisitions etc. Crossfunctional drill from project to other subject areas are at

detail transaction level.

Linkage Key Column: The purpose of the Linkage columns is to navigate from one Subject area to others,

which stores the primary key or unique identifier of a record in the People soft source table. Its often a

concatenation of keys

Ex: GL Transaction ID: STATE~AP01520707~20160816~0~150~MOD_ACCRL

It’s a concatenation of BUSINESS_UNIT_GL || '~' || JOURNAL_ID || '~' ||JOURNAL_DATE|| '~'

||UNPOST_SEQ || '~' ||JOURNAL_LINE || '~' ||LEDGER


4

2. Project Analytics Subject Areas

The Project Analytics is a comprehensive analytics solution that delivers insight into project-based data so

all team members can seamlessly track the lifecycle of a project with complete, timely information. Project

Analytics provides robust analysis of important project-based data that includes Estimates, budgets, cost,

revenue, commitments and Contracts. In addition, Project Analytics is a modular component of integrated

to drill cross-functional analysis accounts payables, receivables, and procurement subject areas.

Project Analytics delivers visibility into project performance over the entire lifecycle of a project as well as

across projects. As a result all employees, given their level of security can be able to access Project Analytics

subject areas.

There are six subject Areas in STARS that represents Project Analytics module in CORE-CT.

Project - Budget & Estimate Subject Area

Project - Commitment Subject Area

Project - Cost Subject Area

Project - Revenue Subject Area

Project - Performance Subject Area

Project - Contract Subject Area

Project - Budget & Estimate: This is a detailed subject area that provides the ability to report on Project

Budget and Estimates for the past and current periods including inception-to-date, year-to-date

comparisons across project details and Activity along with all related Chartfields. The Analysis types

included in this Subject Area are: BD1, HSB and EST.

Drilldown capabilities have been added to Budget

Project - Commitment: This is a detailed subject area that provides the ability to report on Project

Commitment (Encumbrances and Pre-Encumbrances) across project details and Activity along with all

related Chartfields and other attributes like Vendor, Purchase Order details and Requisition details. The

Analysis types included in this Subject Area are: CCA, COM, CRV, REQ and RRV.

Drilldown capabilities have been added to PO and Requisitions.

Project - Cost: This is a detailed subject area that provides the ability to report on Cost/Expenditure for the

past and current periods including inception-to-date, year-to-date comparisons across project details and

Activity along with all related Chartfields and other attributes like Employee, Vendor, Customer, General

Ledger details, Account Payables details, Purchase Order details, Time and Labor details and Payroll details.

The Analysis types included in this Subject Area are: ACT, ADD, ADM, APC, BEN, FSP, GLE, HSC, HSE, ICF, ICS,

IKE, MSA, SP, PAY and SSP.

Drilldown capabilities have been added to GL, AP, PO, Time & Labor and Payroll.


5

Project - Revenue: This is a detailed subject area that provides the ability to report on Project Revenue

(Billed and Billable) for the past and current periods including inception-to-date, year-to-date comparisons

across project details and Activity along with all related Chartfields and other attributes like Employee,

Customer, Account Payables details, Purchase Order details, Time and Labor details and Payroll details. The

Analysis types included in this Subject Area are: BAJ, BIL, BLD, OLT, UAJ and UTL.

Drilldown capabilities have been added to AP, PO, Time & Labor and Payroll.

Project - Performance: This subject area combines relevant metrics and dimensions from the Budget &

Estimate, Cost, Commitments, Revenue subject areas to facilitate creating reports that track Project

performance across periods, projects, Activity and various Chartfields.

Project - Contract: This is a detailed subject area that provides the ability to track Awarded Base Amount,

Contract Limit Amount, Processed Amount and Excess Amount. You can drill down from Contracts to

Project Revenue.

Using Dimensions and Facts to create an analysis:

The objects in the left pane are based on database tables in the backend, and the data model behind these

subject area tables is dimensional modeling.

The tables listed from Time, Business Unit, Project Cost Details and Analysis Type, etc. are a few of the

Dimension Tables in this subject area.

There is one Fact table for this Subject Area called Facts – Project Cost. The Fact Table name in STARS

subject areas is usually preceded with the name FACT. This is done to distinguish the Fact tables from the

Dimension Tables.


6

Here is an example of a Project – Cost Subject Area analysis:

Criteria Tab

Selected Columns


7

Selected Filters

Results Tab


8

3. Project - Budget & Estimate Subject Area:

The Project – Budget & Estimate is a detailed subject area that provides the ability to report on Project

Budget and Estimates for the past and current periods including inception-to-date, year-to-date

comparisons across project details and Activity along with all related Chartfields. The Analysis types

included in this Subject Area are: BD1, HSB and EST.

Drilldown capabilities have been added to Budget Project – Budget & Estimate Subject Area Dimensions

Project – Budget & Estimate Subject Area Facts


9

3.1. Fact - Measure Definitions:

Fact – Project Budget:

# of Activity: Number of Distinct Project with Activities.

# of Projects: Number of Distinct Projects with Budgets.

Budget Amount: Its RESOURCE_AMOUNT from PS_PROJ_RESOURCE with Analysis Type IN ('BD1', HSB')

Budget Amount - ITD: Its Inception to date of Budget Amount

Budget Amount - YTD: Its Month to date of Budget Amount

Budget Amount - QTD: Its Quarter to date of Budget Amount

Budget Amount - MTD: Its Year to date of Budget Amount

Fact – Project Estimate:

Estimate Amount: Its RESOURCE_AMOUNT from PS_PROJ_RESOURCE with Analysis Type is 'EST'

Estimate Amount - ITD: Its Inception to date of Estimate Amount

Estimate Amount - YTD: Its Month to date of Estimate Amount

Estimate Amount - QTD: Its Quarter to date of Estimate Amount

Estimate Amount - MTD: Its Year to date of Estimate Amount

When building reports based on Budget & Estimate metrics units such as Budget Amount, Estimate Amt

and Budget Amount ITD etc.. by PC Business Unit, use the Project – Budget & Estimate Subject area.

3.2. Crossfunctional Drilldown capability from Project – Budget & Estimate Subject Area:

Drilldown capabilities have been added from Project – Budget & Estimate Subject Area to Financials -

Budgetary Control - Detail Transactions Subject Area using a linkage column KK Transaction ID. This Linkage

column is in Budgetary Line Details folder under Project Budget & Estimate Details presentation table as

shown below.


10

Example:

Navigate from Dashboards > Projects on the global header. From the Project Budget Dashboard page, drill

to any transaction which drils to the Project Budget Detail report

If you click on any transaction on any KK Transaction ID it will navigate from Project budget details to the

Financial - Budgetary Control - Detail Transactions subject area

Click on the Analyze link to view Financial - Budgetary Control - Detail Transactions Subject area


11

4. Project - Commitment Subject Area:

This is a detailed subject area that provides the ability to report on Project Commitment (Encumbrances

and Pre-Encumbrances) across project details and Activity along with all related Chartfields and other

dimensions like Vendor, Purchase Order details and Requisition details. The Analysis types included in this

Subject Area are: CCA, COM, CRV, REQ and RRV.

Drilldown capabilities have been added to Purchase Orders and Requisitions.

Project – Commitment Subject Area Dimensions:

Project – Commitment Subject Area Fact:


Total Commitment Quantity: Total number of units committed. For example, hours of labor committed

in a purchase order, purchase requisition


12

Total Commitment Amount: The sum of commitments from purchase requisitions, purchase orders. Its

RESOURCE_AMOUNT from PS_PROJ_RESOURCE table with analysis group IN ('CTENC','CTPRE')

REQ Committed Amount: Purchase requisition commitment cost, and its Commitment Amount USING

Commitment Type is 'P'

PO Committed Amount: Its Purchase order commitment cost, and its Commitment Amount USING

Commitment Type is 'R'

Quantity Cancelled: Total number of units committed that have been cancelled

Quantity Delivered: Total number of units committed that have been delivered

Quantity Invoiced: Total number of units committed that have been Invoiced

Quantity Ordered: Total number of units committed that have been Ordered

Quantity Outstanding Delivery: Total number of units committed that have not been delivered

Quantity Outstanding Invoice: Total number of units committed that have not been invoiced

Quantity Overbilled: Total number of units committed that have been overbilled

Original Quantity Ordered: Total number of units that have been ordered and are committed

4.2. Crossfunctional Drilldown capability from Project – Commitment Subject Area:

Drilldown capabilities have been added from Project – Commitment Subject Area to PO Subject Area using a

linkage column PO Transaction ID. This Linkage column is present in Purchase Order Details folder under

Project Commitment Details presentation table as shown below.

Example:

Navigate from Dashboards > Projects on the global header. From the Project Commitment Dashboard page

drill on Project ID on any transaction which drills to the Project Commitment Detail Report


13

Project Commitment Detail Report

Now click on PO Transaction ID which will navigate from Project – Commitment subject area to PO Link

Report, which is built using Procurement and Spend – Purchase Orders Subject area

Click on the Analyze link to view the Procurement and Spend – Purchase Orders subject area


14

5. Project - Cost Subject Area:

This detailed subject area that provides the ability to report on Cost/Expenditure for the past and current

periods including inception-to-date, year-to-date comparisons across project details and Activity along with

all related Chartfields and other attributes like Employee, Vendor, Customer, General Ledger details,

Account Payables details, Purchase Order details, Time and Labor details and Payroll details.

The Analysis types included in this Subject Area are: ACT, ADD, ADM, APC, BEN, FSP, GLE, HSC, HSE, ICF, ICS,

IKE, MSA, SP, PAY and SSP.

Drilldown capabilities have been added to GL, AP, PO, Time & Labor and Payroll.

Project – Cost Subject Area Dimensions:

Project – Cost Subject Area Facts:


# of Projects: Number of distinct Projects with Cost associated

# of Activity: Number of distinct Activities with Cost associated


15

Quantity: Quantity of time (example: hours) booked that becomes basis to calculate cost that is directly attributed to work performed

Cost: Its RESOURCE_AMOUNT from PS_PROJ_RESOURCE table with analysis group Is 'ACT’

Billable Cost: Total cost flagged as billable as they result from transactions that are chargeable and activity denoted as billable

Nonbillable Cost: Total cost not flagged as billable because the transactions are not chargeable or the activity where they were performed are not denoted as billable

ITD Metrics: This table contains inception-to-date (ITD) accumulated cost metrics

YTD Metrics: This table contains year-to-date (YTD) accumulated cost metrics

QTD Metrics: This table contains Quarter-to-date (QTD) accumulated cost metrics

MTD Metrics: This table contains month-to-date (MTD) accumulated cost metrics

5.2. Crossfunctional Drilldown capability from Project – Cost Subject Area:

Drilldown capabilities have been added to Project – Cost Subject Area using these linkage columns GL

Transaction ID, AP Transaction ID, PO Transaction ID and TL Transaction ID. This respective Linkage columns

are present in the following folders under Project Cost Details as shown below.


16

The above shown Linkage columns that allow users to drill down from Project – Cost Subject Area to

Financials - GL Detail Transactions Subject Area, Financials - AP Voucher Line Distrib Details Subject Area,

Procurement and Spend - Purchase Orders Subject Area and Human Resources - Time and Labor Subject

Area.

Note: Drill down from Project – Cost Subject Area to Human Resources - Time and Labor Subject Area is

possible only for the records with Analysis Type equal to ‘PAY’

Example:

Compound Layout:

Compound Layout view allows us to assemble different views for display on a dashboard.

In this example, we displayed the Title and Table views.

Dashboard View:

Click on any Project ID with Analysis Type equal to ‘PAY’ in order to drill to the Project Cost Detail Report


17

Click on any TL Transaction ID to navigate to the TL Link Report

Click the Analyze link to view the Human Resources - Time and Labor Subject Area


18

6. Project - Revenue Subject Area:

This is a detailed subject area that provides the ability to report on Project Revenue (Billed and Billable) for

the past and current periods including inception-to-date, year-to-date comparisons across project details

and Activity along with all related Chartfields and other dimensions like Employee, Customer, Account

Payables details, Purchase Order details, Time and Labor details and Payroll details. The Analysis types

included in this Subject Area are: BAJ, BIL, BLD, OLT, UAJ and UTL.

Drilldown capabilities have been added to AP, PO, Time & Labor and Payroll.

Project – Revenue Subject Area Dimensions:

Project – Revenue Subject Area Facts:


# of Projects: Number of distinct Projects with a Revenue Distribution Line associated.

# of Activity: Number of distinct Activities with a Revenue Distribution Line associated

Revenue Quantity: Number of Units (of Material or Hours) used for this Revenue Distribution Line

Revenue Amount: Its RESOURCE_AMOUNT from PS_PROJ_RESOURCE table with analysis group Is

'PSREV'


19

Active Contracts Revenue Amount: Revenue of contract lines with status "Active"

ITD Metrics: This table contains inception-to-date (ITD) accumulated revenue metrics

YTD Metrics: This table contains year-to-date (YTD) accumulated revenue metrics

QTD Metrics: This table contains Quarter-to-date (QTD) accumulated revenue metrics

MTD Metrics: This table contains month-to-date (MTD) accumulated revenue metrics

Ago Metrics: This table contains metrics with values for previous periods, such as Month ago (MAGO), quarter ago (QAGO) and Year ago (YAGO)

6.2. Crossfunctional Drilldown capability from Project – Revenue Subject Area:

Drilldown capabilities have been added to Project – Revenue Subject Area using these linkage columns AP

Transaction ID, PO Transaction ID and TL Transaction ID. These respective Linkage columns are present in

the following folders under Project Revenue Details as shown below.

The Linkage columns shown above allow users to drill down from Project – Cost Subject Area to the

Financials - AP Voucher Line Distrib Details Subject Area, Procurement and Spend - Purchase Orders Subject

Area and Human Resources - Time and Labor Subject Area respectively.


20

Example:

Compound Layout:



Dashboard View:


21

7. Project - Performance Subject Area:

This is a detailed subject area that combines relevant metrics and dimensions from the Budget & Estimate,

Cost, Commitments, Revenue subject areas to facilitate creating reports that track Project performance

across periods, projects, Activity and various Chartfields.

Project – Performance Subject Area Dimensions:

Project – Performance Subject Area Facts:


Fact – Project Budget: This table contains metrics for Project Budget and it contains the same metrics

that are in Fact – Project Estimate of Project – Budget & Estimate Subject Area.

Fact – Project Estimate: This table contains metrics for Project Estimates and it contains the same

metrics that are in Fact – Project Estimate of Project – Budget & Estimate Subject Area.

Fact – Project Cost: This table contains metrics to analyze the actual cost and it contains the same

metrics that are in Project – Cost Subject Area

Fact – Project Revenue: This table contains metrics to analyze the amount, status and sources of

revenue and It contains the same metrics that are in Project – Revenue Subject Area

Fact – Project Commitment: This table contains the metrics used to report on commitments and it

contains the same metrics that are in Project – Commitment Subject Area


22

Example:

Compound Layout:



Dashboard View:


23

8. Project - Contract Subject Area:

This is a detailed subject area that provides the ability to track Awarded Base Amount, Contract Limit

Amount, Processed Amount and Excess Amount. You can drill down from Contracts to Project Revenue.

Project - Contract Subject Area – Dimensions:

Project - Contract Subject Area - Facts:


Awarded Base Amount: Its union of

AWARDED_BASE_AMT from CA_LMT_FEE_DTL table

and

LIMIT_AMT_TXN CA_LMT_TXN table

Limit Amount: Its union of

LIMIT_AMT_BIL from CA_LMT_FEE_DTL table

and

LIMIT_AMT_TXN from CA_LMT_TXN table

Processed Amount: Its union of

LMT_PROC_AMT_B from CA_LMT_FEE_DTL table

and

LMT_PROC_AMT_B from CA_LMT_TXN table

Excess Amount: Its union of

LMT_EXCESS_AMT_B from CA_LMT_FEE_DTL

and

LMT_EXCESS_AMT_B from CA_LMT_TXN

Contract ITD Metrics: This presentation table contains inception-to-date (ITD) accumulated Contract

metrics


24

Contract YTD Metrics: This presentation table contains year-to-date (YTD) accumulated Contract

metrics

Contract QTD Metrics: This presentation table contains quarter-to-date (QTD) accumulated Contract

metrics

Contract MTD Metrics: This presentation table contains month-to-date (MTD) accumulated Contract

metrics

Example:

Compound Layout: Compound Layout view allows us to assemble different views for display on a

dashboard.


Dashboard View:


25

Project Analytics Dimension and Fact Job AidSTARS - OBI data model is based on Dimensional Modeling....

Documents

Transcript of Project Analytics Dimension and Fact Job AidSTARS - OBI data model is based on Dimensional Modeling....